Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Steven Kuruzovich is an investment advisor representative at Wells Fargo Clearing Services, LLC. Michael has been in the securities industry since 1987 and holds the Series 7, Series 31 and Series 63 licenses. Michael is also a Registered Investment Advisor and holds the Series 65 license. Michael's experience includes working for Prudential Securities Incorporated, NationsSecurities and NationsBanc Securities, Inc. Michael's current firm is located in Largo, Florida, and specializes in portfolio management for individuals and businesses. Michael's firm offers investment consulting services to institutional clients and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/02/2023 - Present
Wells Fargo Clearing Services, LLC (LARGO FL)
NY
06/03/1994 - 02/21/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/07/1993 - 06/22/1994
NATIONSSECURITIES
MA
07/03/1989 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NY
03/25/1987 - 07/11/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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